Job Description
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Job Opening for Wealth Relationship Managers
T
Team Ace HR LLP
Pune, Maharashtra
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1+ hours agoFull–time
Job Description: - An opportunity in a leading Wealth Management Company
Position - Wealth Relationship Manager
Location - Mumbai, Delhi, Pune, Kolkata, Ahmedabad.
Work Experience - 6 months to 15 years
Notice Period - Immediate candidates preferred
Job Description:
• Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.
• Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
• Experience of advising clients across all asset classes.
• Candidates having good vintage in their present as well as previous companies.
• Minimum ticket 25 lacs upwards.
• Selling MF, AIF, PMS, Insurance, Structured Products, Etc.
• Should be Mandatory handling AUM: 25-30 CR upwards
ROLES & RESPONSIBILITIES: -
• The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
• Maintaining client relationships and generating AUM from preferred clients.
• Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• Track the Affluent & Super Affluent Client segment in the market for new client acquisition
• To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business development activities.
Interested Candidates may apply with updated / latest Resume, Total Experience, Current CTC, Expected CTC, Notice Period.
Email - [HIDDEN TEXT] / Email Subject - Job Opening for Wealth Relationship Managers
WhatsApp - ++1-
Job Opening for Wealth Relationship Managers
T
Team Ace HR LLP
Pune, Maharashtra
Apply
1+ hours agoFull–time
Job Description: - An opportunity in a leading Wealth Management Company
Position - Wealth Relationship Manager
Location - Mumbai, Delhi, Pune, Kolkata, Ahmedabad.
Work Experience - 6 months to 15 years
Notice Period - Immediate candidates preferred
Job Description:
• Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.
• Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
• Experience of advising clients across all asset classes.
• Candidates having good vintage in their present as well as previous companies.
• Minimum ticket 25 lacs upwards.
• Selling MF, AIF, PMS, Insurance, Structured Products, Etc.
• Should be Mandatory handling AUM: 25-30 CR upwards
ROLES & RESPONSIBILITIES: -
• The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
• Maintaining client relationships and generating AUM from preferred clients.
• Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• Track the Affluent & Super Affluent Client segment in the market for new client acquisition
• To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business development activities.
Interested Candidates may apply with updated / latest Resume, Total Experience, Current CTC, Expected CTC, Notice Period.
Email - [HIDDEN TEXT] / Email Subject - Job Opening for Wealth Relationship Managers
WhatsApp - ++1-
💡 Quick Summary
Seeking a career-building opportunity? The Opening for Wealth Relationship Managers position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
